1,410 Investment Banking Analysts jobs in the United States
Investment Banking Analysts - Financial Services (New York)
10176 New York, New York
Raymond James Financial, Inc.
Posted 7 days ago
Job Viewed
Job Description
Responsibilities:
Advise others on how to design new processes and systems that meet professional standards.
Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs.
Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.
Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.
Explore issues or needs, establishing potential causes and barriers, as well as related issues.
May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships.
Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice.
Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high-quality professional services to support in delivering business strategy and plans.
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.
Skills:
Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.
Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.
Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.
Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance.
Works at an advanced level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works independently and provides guidance.
Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works independently and provides guidance.
Uses comprehensive knowledge and skills to act independently while guiding and training others to orient the seller's organization around delivering to the key needs of their customers.
Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data to fulfill business objectives.
Works at an advanced level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works independently and provides guidance.
Uses comprehensive knowledge and skills to act independently while guiding and training others to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
Works at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works independently and provides guidance.
Uses comprehensive knowledge and skills to act independently while guiding and training others to uncover clients' explicit needs and/or unforeseen opportunities and challenges.
Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients.
Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner.
Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations.
Advise others on how to design new processes and systems that meet professional standards.
Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs.
Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.
Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.
Explore issues or needs, establishing potential causes and barriers, as well as related issues.
May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships.
Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice.
Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high-quality professional services to support in delivering business strategy and plans.
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.
Skills:
Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.
Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.
Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.
Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Works at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance.
Works at an advanced level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works independently and provides guidance.
Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works independently and provides guidance.
Uses comprehensive knowledge and skills to act independently while guiding and training others to orient the seller's organization around delivering to the key needs of their customers.
Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data to fulfill business objectives.
Works at an advanced level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works independently and provides guidance.
Uses comprehensive knowledge and skills to act independently while guiding and training others to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
Works at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works independently and provides guidance.
Uses comprehensive knowledge and skills to act independently while guiding and training others to uncover clients' explicit needs and/or unforeseen opportunities and challenges.
Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients.
Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner.
Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations.
View Now
0
Director, Capital Markets
30096 Duluth, Georgia
Quality Technology Services, LLC
Posted 13 days ago
Job Viewed
Job Description
**Who We Are:**
It's exciting, to find yourself standing in a pivotal moment in time. It's even more exciting to be out front leading it. At QTS, our world-class data centers are supporting our customers most strategic growth initiatives, positioning us at the forefront of today's dynamic digital transformation.
As AI and cloud drive the demand for increased speed, capacity and capability, QTS has emerged as the global digital infrastructure leader, committed to connecting the world for good. Driven by purpose and fueled by a spirit of innovation, QTS designs, builds and operates some of the world's most advanced, forward-thinking data centers. QTS is a portfolio company of Blackstone.
QTS is **Powered by People** . People who play a vital role in our company's culture, innovation and growth. People who are committed to contributing to the communities where we operate and work. People who are knowledgeable, resourceful and mission driven. Together, we do great things.
**Who You Are:**
You are a subject matter expert in capital structure and financing terms. You enjoy contributing to and presenting on financial data and reporting. You have more than an interest in real estate and are looking for the opportunity to deepen that understanding in the data center industry.
**The Impact You Will Have:**
As a **Director of Capital Markets** for QTS, you will support the VP, Capital Markets in managing the execution and administration of QTS' financing and capital markets activities and plays an integral role in contributing to the long-term financial strategy of the company. You will directly contribute to strategic projects including M&A, long-term forecasting, competitive research and valuation analysis in addition to financial reporting and presentations to executive leadership.
You are a key member of a tight-knit team in a fast-paced environment supporting QTS' accelerating growth profile. You will have regular interaction and exposure to the broader executive leadership team as well as members of Blackstone, QTS' majority owner and one of the largest and most sophisticated private investment firms in the world.
**What You Will Do:**
+ Manage the execution and administration of complex financial transactions, including collaboration with banking partners, coordination among internal departments and other transaction participants, evaluation of key financing terms, and ongoing administration
+ Interact with lenders, investors, rating agencies and third-party consultants to foster a strong understanding of QTS' business model to facilitate optimal transaction execution
+ Independently develop and maintain financial models to support strategic decision-making including loan structuring, liquidity and interest forecasting, sensitivity analysis and capital allocation
+ Prepare and present materials and analysis to internal leaders and Blackstone partners in support of overall financial strategy
+ Develop subject matter expertise in QTS' capital structure and financing terms and independently manage ongoing administration and compliance
+ Contribute to ongoing strategic initiatives including M&A and global expansion
+ Contribute to preparation and presentation of Board materials, ongoing reporting dashboards and ad hoc requests
**What You Need To Be Successful:**
+ Bachelor's degree preferably in Business, Finance, Economics, or Accounting
+ 7+ years of progressive work experience in corporate, investment banking or capital markets at a top-tier financial institution or in-house capital markets experience at a company
+ Experience with executing financial transactions such as credit facilities, mortgage-secured loans and securitization
+ Ability to manage multiple complex projects simultaneously while working under pressure to meet deadlines
+ Strong Microsoft Excel and PowerPoint skills
+ Advanced proficiency in analytical and financial modeling including ability to build comprehensive models including integrated income statement, balance sheet and cash flow statement
+ Ability to organize, interpret, and draw appropriate conclusions from large volumes of data and to creatively present the information in a manner that enables non-financial managers to easily digest the information
+ Excellent written and oral communication skills
+ Strong working knowledge of financing principles and loan documentation
**It Would Be Great To Have:**
+ Strong understanding of real estate capital markets, data center industry experience is desirable
+ Experience with private company capital structure
+ Experience providing financial and analytical support to a capital-intensive business
+ Familiarity with European capital markets is desirable
**The Perks (and these are just a few!):**
+ QRest Sabbatical
+ Employee Stock Purchase
+ QTS scholarship for dependents
+ Eagle Club award trip eligibility
+ Paid volunteer days
+ Tuition assistance, parental leave and military leave assistance
**Total Rewards:**
+ This role is also eligible for a competitive benefits package that includes: medical, dental, vision, life, and disability insurance; 401(k) retirement plan; flexible spending and HSA accounts; paid holidays; paid time off; paid volunteer days; employee assistance program; tuition assistance; parental leave; military leave assistance; QTS scholarship for dependents; wellness program, and other company benefits.
+ This position is Bonus eligible.
+ This job may be eligible for equity.
We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, Genetic Information & Testing, Family & Medical Leave, protected veteran status, or any other characteristic protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or discrimination claim.
The "Know Your Rights" Poster is included here:
Know Your Rights (English) ( Your Rights (Spanish)
The pay transparency policy is available here:
Pay Transparency Nondiscrimination Poster-Formatted ( is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
It's exhilarating to find yourself at a pivotal moment in history- and even more so to be leading the way. At QTS Data Centers, we are proud to stand at the forefront of today's dynamic digital transformation. Our world-class data centers empower our customers' most strategic growth initiatives, positioning us as a global leader in digital infrastructure.
As AI and cloud technologies fuel the demand for increased speed, capacity, and innovation, QTS has emerged as the global digital infrastructure leader. We are committed to connecting the globe for good. Driven by purpose and a spirit of innovation, we design, build, and operate some of the most advanced data centers worldwide. In addition to our cutting-edge technology, we are dedicated to sustainability, incorporating renewable energy solutions to minimize our environmental footprint and drive meaningful impact. As a proud portfolio company of Blackstone, QTS is uniquely positioned to achieve ambitious growth and innovation goals.
At QTS, we are _Powered by People_ . Our team members are the cornerstone of our culture, innovation, and growth. They are mission-driven, resourceful, and committed to making a positive impact in the communities where we live and work. Together, we're achieving remarkable things and shaping the future of digital infrastructure.
And we'd like to invite you to join us.
In addition to a variety of benefit packages, QTS goes above and beyond for our employees:
+ Roth and Traditional 401(k) matching contributions with immediate vesting
+ Every employee is bonus or commission eligible
+ Generous PTO, Paid Volunteer Days Plus Floating Holidays
+ Stock Purchase Plan (SPP)
+ 11 paid Holidays Annually/Holiday compensation when worked
+ Pet and Legal Insurance
+ Q-Rest Sabbatical Program
+ Q-Anniversary Service Award Program
+ Parental Leave for primary and secondary caregivers
+ Military Benefits Package
+ QTS Charitable Matching Gift Program
+ QTS Scholarship for Employee Dependents
+ QTS Crisis Fund
+ Wellness Program
+ Tuition Reimbursement Program
It's exciting, to find yourself standing in a pivotal moment in time. It's even more exciting to be out front leading it. At QTS, our world-class data centers are supporting our customers most strategic growth initiatives, positioning us at the forefront of today's dynamic digital transformation.
As AI and cloud drive the demand for increased speed, capacity and capability, QTS has emerged as the global digital infrastructure leader, committed to connecting the world for good. Driven by purpose and fueled by a spirit of innovation, QTS designs, builds and operates some of the world's most advanced, forward-thinking data centers. QTS is a portfolio company of Blackstone.
QTS is **Powered by People** . People who play a vital role in our company's culture, innovation and growth. People who are committed to contributing to the communities where we operate and work. People who are knowledgeable, resourceful and mission driven. Together, we do great things.
**Who You Are:**
You are a subject matter expert in capital structure and financing terms. You enjoy contributing to and presenting on financial data and reporting. You have more than an interest in real estate and are looking for the opportunity to deepen that understanding in the data center industry.
**The Impact You Will Have:**
As a **Director of Capital Markets** for QTS, you will support the VP, Capital Markets in managing the execution and administration of QTS' financing and capital markets activities and plays an integral role in contributing to the long-term financial strategy of the company. You will directly contribute to strategic projects including M&A, long-term forecasting, competitive research and valuation analysis in addition to financial reporting and presentations to executive leadership.
You are a key member of a tight-knit team in a fast-paced environment supporting QTS' accelerating growth profile. You will have regular interaction and exposure to the broader executive leadership team as well as members of Blackstone, QTS' majority owner and one of the largest and most sophisticated private investment firms in the world.
**What You Will Do:**
+ Manage the execution and administration of complex financial transactions, including collaboration with banking partners, coordination among internal departments and other transaction participants, evaluation of key financing terms, and ongoing administration
+ Interact with lenders, investors, rating agencies and third-party consultants to foster a strong understanding of QTS' business model to facilitate optimal transaction execution
+ Independently develop and maintain financial models to support strategic decision-making including loan structuring, liquidity and interest forecasting, sensitivity analysis and capital allocation
+ Prepare and present materials and analysis to internal leaders and Blackstone partners in support of overall financial strategy
+ Develop subject matter expertise in QTS' capital structure and financing terms and independently manage ongoing administration and compliance
+ Contribute to ongoing strategic initiatives including M&A and global expansion
+ Contribute to preparation and presentation of Board materials, ongoing reporting dashboards and ad hoc requests
**What You Need To Be Successful:**
+ Bachelor's degree preferably in Business, Finance, Economics, or Accounting
+ 7+ years of progressive work experience in corporate, investment banking or capital markets at a top-tier financial institution or in-house capital markets experience at a company
+ Experience with executing financial transactions such as credit facilities, mortgage-secured loans and securitization
+ Ability to manage multiple complex projects simultaneously while working under pressure to meet deadlines
+ Strong Microsoft Excel and PowerPoint skills
+ Advanced proficiency in analytical and financial modeling including ability to build comprehensive models including integrated income statement, balance sheet and cash flow statement
+ Ability to organize, interpret, and draw appropriate conclusions from large volumes of data and to creatively present the information in a manner that enables non-financial managers to easily digest the information
+ Excellent written and oral communication skills
+ Strong working knowledge of financing principles and loan documentation
**It Would Be Great To Have:**
+ Strong understanding of real estate capital markets, data center industry experience is desirable
+ Experience with private company capital structure
+ Experience providing financial and analytical support to a capital-intensive business
+ Familiarity with European capital markets is desirable
**The Perks (and these are just a few!):**
+ QRest Sabbatical
+ Employee Stock Purchase
+ QTS scholarship for dependents
+ Eagle Club award trip eligibility
+ Paid volunteer days
+ Tuition assistance, parental leave and military leave assistance
**Total Rewards:**
+ This role is also eligible for a competitive benefits package that includes: medical, dental, vision, life, and disability insurance; 401(k) retirement plan; flexible spending and HSA accounts; paid holidays; paid time off; paid volunteer days; employee assistance program; tuition assistance; parental leave; military leave assistance; QTS scholarship for dependents; wellness program, and other company benefits.
+ This position is Bonus eligible.
+ This job may be eligible for equity.
We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, Genetic Information & Testing, Family & Medical Leave, protected veteran status, or any other characteristic protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or discrimination claim.
The "Know Your Rights" Poster is included here:
Know Your Rights (English) ( Your Rights (Spanish)
The pay transparency policy is available here:
Pay Transparency Nondiscrimination Poster-Formatted ( is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
It's exhilarating to find yourself at a pivotal moment in history- and even more so to be leading the way. At QTS Data Centers, we are proud to stand at the forefront of today's dynamic digital transformation. Our world-class data centers empower our customers' most strategic growth initiatives, positioning us as a global leader in digital infrastructure.
As AI and cloud technologies fuel the demand for increased speed, capacity, and innovation, QTS has emerged as the global digital infrastructure leader. We are committed to connecting the globe for good. Driven by purpose and a spirit of innovation, we design, build, and operate some of the most advanced data centers worldwide. In addition to our cutting-edge technology, we are dedicated to sustainability, incorporating renewable energy solutions to minimize our environmental footprint and drive meaningful impact. As a proud portfolio company of Blackstone, QTS is uniquely positioned to achieve ambitious growth and innovation goals.
At QTS, we are _Powered by People_ . Our team members are the cornerstone of our culture, innovation, and growth. They are mission-driven, resourceful, and committed to making a positive impact in the communities where we live and work. Together, we're achieving remarkable things and shaping the future of digital infrastructure.
And we'd like to invite you to join us.
In addition to a variety of benefit packages, QTS goes above and beyond for our employees:
+ Roth and Traditional 401(k) matching contributions with immediate vesting
+ Every employee is bonus or commission eligible
+ Generous PTO, Paid Volunteer Days Plus Floating Holidays
+ Stock Purchase Plan (SPP)
+ 11 paid Holidays Annually/Holiday compensation when worked
+ Pet and Legal Insurance
+ Q-Rest Sabbatical Program
+ Q-Anniversary Service Award Program
+ Parental Leave for primary and secondary caregivers
+ Military Benefits Package
+ QTS Charitable Matching Gift Program
+ QTS Scholarship for Employee Dependents
+ QTS Crisis Fund
+ Wellness Program
+ Tuition Reimbursement Program
View Now
1
Associate, Capital Markets
29409 Marsh Point, South Carolina
Brookfield Properties
Posted 7 days ago
Job Viewed
Job Description
Location
Charleston - 997 Morrison Drive, Suite 402
Business
Our Growth, Your Opportunity
At Maymont Homes, our success starts with putting residents first. We're expanding to bring clean, safe, attractive, and affordable housing to more families across new markets. With over 20,000 homes, multiple build-to-rent communities, and more on the horizon, we're not just a leader in the single-family rental space, we're a company that truly cares about the people and communities we serve.
As a division of Brookfield, Maymont Homes is growing fast and making an impact. Join us to shape a brighter future for our residents while advancing your career with a purpose-driven team.
Job Description
Primary Responsibilities: Capital Markets Associate is responsible for tasks related to debt capital markets, portfolio valuation, and equity capital requests to ensure our single family rental portfolio is appropriately funded and valued. Will also be involved in other aspects of the business related to portfolio management.
Skills & Competencies:
+ Bachelor's degree in Business, Finance, Accounting, Economics, Mathematics, Engineering or other quantitative fields. Prior coursework, exposure to or an advance degree in investment banking, portfolio management, real estate, debt capital market, real asset valuation preferred.
+ 2-5 years of experience as financial analyst, portfolio analyst, investment banker, or other similar roles. Experience with residential real estate preferred.
+ Advance proficiency in Excel.
+ Advance proficiency in financial modeling and possess good understanding of real estate asset valuation methodologies including Discounted Cash Flow.
+ Excellent communication skills, both verbal and written to internal and external stakeholders.
+ Good quantitative judgment, time management, and attention to details. Thrive in high growth, fast pace, and autonomous environment.
+ Detail oriented, with the ability to produce high quality work in a deadline-oriented environment and an ability to multi-task with often times unrelated work flows or tasks.
+ Ability to think critically and problem solve at a high level in an self-directed way.
+ Ability to evaluate and decipher patterns in data.
Essential Job Functions:
Debt Capital Markets
+ Request debt draws and repayments on existing loan facilities and maintain records of such draws internally for reconciliation
+ Perform routine financial reporting to service lenders per loan agreements. Ensure data accuracy in collaboration with FP&A team and alignment with data terms defined in loan agreements
+ Assist and coordinate with counsels from both parties in the drafting of new loan or refinance loan agreements or amendments and in negotiating specific terms with lenders
+ Perform quarterly reporting on loan covenants for each fund for internal and external presentations
+ Assist FP&A in incorporating debt modeling and covenants into financial models as part of company risk management initiatives
+ Manage BPO requests and certifications with third party agents per loan agreement
+ Collaborate with various departments for mandatory notifications to lenders per loan agreements, such as after natural disaster or insurance events
Portfolio Valuation
+ Collaborate with FP&A team for data tapes to third party appraisers
+ Collaborate with FP&A to maintain various financial models for valuation of funds
+ Assist with preparation of internal and external-facing presentations
+ Assist with review of financing assumptions for underwriting models if requested
+ Monitor macroeconomic indicators, debt markets, and emerging trends in housing market
+ Other duties, as assigned by supervisor or leadership team
Key Metrics & Responsibilities
+ Accuracy of monthly lender reports
+ Accuracy and timeliness of internal debt covenant monitoring reports
+ Timeliness of monthly/quarterly/annual deliverables
+ Working collaboratively with Brookfield capital markets team
+ Successful completion of assigned tasks by applicable deadlines
Why work for Maymont Homes ?
Our Mission - "We Positively Impact the Lives in the Communities We Serve". We do this through the work we do and the volunteer efforts that the company sponsors. You can make a difference in your community while you work!
Outstanding benefits package - our benefits are provided by Brookfield and offer immediate 5% match on the 401(k) plan, wellness credits that significantly reduce the employee cost for health care coverage, and up to 160 hours of PTO per year for full time employees.
Huge parent company - support and backing from Brookfield Asset Management, one of the largest real estate asset management companies.
Career growth - with our plans for growth and expansion into new markets, there are many opportunities to move up within the company.
Equal Opportunity Employer: Minorities/Religion/Sex/Protected Veterans/Disability/Sexual Orientation/Gender Identity/Marital Status/Pregnancy/Age/National Origin/Genetic Information. #MYMT
At Brookfield Properties, our success starts with our people. People like you. We develop, operate, and manage more than 1100 properties and 390 million square feet of real estate across the globe. It's a feat that wouldn't be possible without our team, a diverse group of creative visionaries and innovative experts who are relentless in pursuit of one goal: to ensure our buildings don't simply meet the needs of our tenants, residents, and communities - but exceed them, every day.
Charleston - 997 Morrison Drive, Suite 402
Business
Our Growth, Your Opportunity
At Maymont Homes, our success starts with putting residents first. We're expanding to bring clean, safe, attractive, and affordable housing to more families across new markets. With over 20,000 homes, multiple build-to-rent communities, and more on the horizon, we're not just a leader in the single-family rental space, we're a company that truly cares about the people and communities we serve.
As a division of Brookfield, Maymont Homes is growing fast and making an impact. Join us to shape a brighter future for our residents while advancing your career with a purpose-driven team.
Job Description
Primary Responsibilities: Capital Markets Associate is responsible for tasks related to debt capital markets, portfolio valuation, and equity capital requests to ensure our single family rental portfolio is appropriately funded and valued. Will also be involved in other aspects of the business related to portfolio management.
Skills & Competencies:
+ Bachelor's degree in Business, Finance, Accounting, Economics, Mathematics, Engineering or other quantitative fields. Prior coursework, exposure to or an advance degree in investment banking, portfolio management, real estate, debt capital market, real asset valuation preferred.
+ 2-5 years of experience as financial analyst, portfolio analyst, investment banker, or other similar roles. Experience with residential real estate preferred.
+ Advance proficiency in Excel.
+ Advance proficiency in financial modeling and possess good understanding of real estate asset valuation methodologies including Discounted Cash Flow.
+ Excellent communication skills, both verbal and written to internal and external stakeholders.
+ Good quantitative judgment, time management, and attention to details. Thrive in high growth, fast pace, and autonomous environment.
+ Detail oriented, with the ability to produce high quality work in a deadline-oriented environment and an ability to multi-task with often times unrelated work flows or tasks.
+ Ability to think critically and problem solve at a high level in an self-directed way.
+ Ability to evaluate and decipher patterns in data.
Essential Job Functions:
Debt Capital Markets
+ Request debt draws and repayments on existing loan facilities and maintain records of such draws internally for reconciliation
+ Perform routine financial reporting to service lenders per loan agreements. Ensure data accuracy in collaboration with FP&A team and alignment with data terms defined in loan agreements
+ Assist and coordinate with counsels from both parties in the drafting of new loan or refinance loan agreements or amendments and in negotiating specific terms with lenders
+ Perform quarterly reporting on loan covenants for each fund for internal and external presentations
+ Assist FP&A in incorporating debt modeling and covenants into financial models as part of company risk management initiatives
+ Manage BPO requests and certifications with third party agents per loan agreement
+ Collaborate with various departments for mandatory notifications to lenders per loan agreements, such as after natural disaster or insurance events
Portfolio Valuation
+ Collaborate with FP&A team for data tapes to third party appraisers
+ Collaborate with FP&A to maintain various financial models for valuation of funds
+ Assist with preparation of internal and external-facing presentations
+ Assist with review of financing assumptions for underwriting models if requested
+ Monitor macroeconomic indicators, debt markets, and emerging trends in housing market
+ Other duties, as assigned by supervisor or leadership team
Key Metrics & Responsibilities
+ Accuracy of monthly lender reports
+ Accuracy and timeliness of internal debt covenant monitoring reports
+ Timeliness of monthly/quarterly/annual deliverables
+ Working collaboratively with Brookfield capital markets team
+ Successful completion of assigned tasks by applicable deadlines
Why work for Maymont Homes ?
Our Mission - "We Positively Impact the Lives in the Communities We Serve". We do this through the work we do and the volunteer efforts that the company sponsors. You can make a difference in your community while you work!
Outstanding benefits package - our benefits are provided by Brookfield and offer immediate 5% match on the 401(k) plan, wellness credits that significantly reduce the employee cost for health care coverage, and up to 160 hours of PTO per year for full time employees.
Huge parent company - support and backing from Brookfield Asset Management, one of the largest real estate asset management companies.
Career growth - with our plans for growth and expansion into new markets, there are many opportunities to move up within the company.
Equal Opportunity Employer: Minorities/Religion/Sex/Protected Veterans/Disability/Sexual Orientation/Gender Identity/Marital Status/Pregnancy/Age/National Origin/Genetic Information. #MYMT
At Brookfield Properties, our success starts with our people. People like you. We develop, operate, and manage more than 1100 properties and 390 million square feet of real estate across the globe. It's a feat that wouldn't be possible without our team, a diverse group of creative visionaries and innovative experts who are relentless in pursuit of one goal: to ensure our buildings don't simply meet the needs of our tenants, residents, and communities - but exceed them, every day.
View Now
2
Securities & Capital Markets Attorney
37544 Memphis, Tennessee
Gpac
Posted today
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Job Description
Job Description
Securities & Capital Markets Attorney
About us: Gpac (Growing People & Companies ) is a national search firm that specializes in the placement of legal professionals in positions across the nation. We have been retained by a prominent mid-size law firm to search for a Securities & Capital Markets Attorney to join their practice.
Job Title : Securities & Capital Markets Attorney (Mid-Level and Senior Level)
Location : Memphis, TN
About the Role
We are seeking a skilled Securities & Capital Markets Attorney to join our dynamic team. This position is open to mid-level and senior-level attorneys with experience advising clients in securities and capital markets transactions. The role involves representing issuers and investment banks in public and private offerings of securities and providing counsel to publicly traded companies on compliance with the Securities Exchange Act of 1934 , exchange listing standards, and corporate governance.
Key Responsibilities
Qualifications
How to Apply:
Apply here or reach out confidentially by emailing your resume to
All conversations are held in high confidentiality.
You can also connect with me via LinkedIn here:
LAW FIRMS - Are you looking for a candidate like this? Contact me and I can present qualified candidates to help grow your team!
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Securities & Capital Markets Attorney
About us: Gpac (Growing People & Companies ) is a national search firm that specializes in the placement of legal professionals in positions across the nation. We have been retained by a prominent mid-size law firm to search for a Securities & Capital Markets Attorney to join their practice.
Job Title : Securities & Capital Markets Attorney (Mid-Level and Senior Level)
Location : Memphis, TN
About the Role
We are seeking a skilled Securities & Capital Markets Attorney to join our dynamic team. This position is open to mid-level and senior-level attorneys with experience advising clients in securities and capital markets transactions. The role involves representing issuers and investment banks in public and private offerings of securities and providing counsel to publicly traded companies on compliance with the Securities Exchange Act of 1934 , exchange listing standards, and corporate governance.
Key Responsibilities
- Represent clients in public and private offerings of securities.
- Advise publicly traded companies on compliance with federal securities laws and exchange listing standards.
- Provide guidance on corporate governance matters.
Qualifications
- Experience : 4-8 years for mid-level candidates or 8+ years for senior-level candidates in Securities & Capital Markets.
- License : Admission to the Tennessee is required.
- Skills :
- Strong academic background.
- Excellent oral and written communication skills.
- Prior experience in a law firm setting.
- Ability to work collaboratively in a team-oriented environment.
- Strong work ethic and attention to detail.
How to Apply:
Apply here or reach out confidentially by emailing your resume to
All conversations are held in high confidentiality.
You can also connect with me via LinkedIn here:
LAW FIRMS - Are you looking for a candidate like this? Contact me and I can present qualified candidates to help grow your team!
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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3
Client Partner [Capital Markets]
02298 Boston, Massachusetts
Tephra
Posted 1 day ago
Job Viewed
Job Description
Description:
Job Description:
Own and drive sales effort for the account by building relationships and partnering with the clients. Techo-Functional leader with strong sales acumen, customer relationship, communication skills to be able to establish C- Level connections to enable growth. Ability to take up E2E responsibility of P&L, sales targets. business growth, profitability, customer satisfaction, marketing, and operations. Identify upselling and cross-selling opportunities. Address customer issues with speed and efficiency. Work with ISU Sales, Delivery, Solutions teams, larger TCS and partner ecosystem to generate business.
Pre-requisites:
Qualifications:
Bachelors or masters required, MBA preferred
13-16 years of relevant experience
#LI-AK1
Job Description:
Own and drive sales effort for the account by building relationships and partnering with the clients. Techo-Functional leader with strong sales acumen, customer relationship, communication skills to be able to establish C- Level connections to enable growth. Ability to take up E2E responsibility of P&L, sales targets. business growth, profitability, customer satisfaction, marketing, and operations. Identify upselling and cross-selling opportunities. Address customer issues with speed and efficiency. Work with ISU Sales, Delivery, Solutions teams, larger TCS and partner ecosystem to generate business.
Pre-requisites:
- Experience in Sales in any Geo preferably NA
- Ability to build and manage C- Level connects
- Experience in Capital markets, investment management, wealth management
- Experience in managing P&L, building pipeline, pricing and commercials, and contract negotiation
Qualifications:
Bachelors or masters required, MBA preferred
13-16 years of relevant experience
#LI-AK1
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4
QA Director/Capital Markets
07390 Jersey City, New Jersey
Syntricate Technologies
Posted today
Job Viewed
Job Description
QA Director/Capital Markets
Jersey City, NJ (Hybrid)
Full Time
Web Cam Interview
$210K-$30K/Yr Plus 100K Bonus
UPDATE:
We need a senior (10+ years) Quality assurance DIRECTOR with extensive RECENT experience working on Trading Platforms.
Candidates must Build out a QA team to support the front, middle and back office systems as well as Identify and build a strategy for testing, test automation, defect tracking and integrated testing.
Understand business requirements and define test strategies/plans for applications.
Proficiency with scripting, Python, Java.
Number of years working with:
Jersey City, NJ (Hybrid)
Full Time
Web Cam Interview
$210K-$30K/Yr Plus 100K Bonus
UPDATE:
- The client is now looking for a QA director to lead a team of 40 QA engineers on their trading platform team.
- Candidates must have director level or higher experience and recent experience working on trading platforms in capital markets or investment banking enterprises.
- Salary can go up to 230k and bonus up to 100k + outstanding benefits.
- Candidates must have recent experience managing QA projects around trading systems.
We need a senior (10+ years) Quality assurance DIRECTOR with extensive RECENT experience working on Trading Platforms.
Candidates must Build out a QA team to support the front, middle and back office systems as well as Identify and build a strategy for testing, test automation, defect tracking and integrated testing.
Understand business requirements and define test strategies/plans for applications.
Proficiency with scripting, Python, Java.
Number of years working with:
- Total IT experience:
- Years working with: QA Director
- Years working with: Functional testing Capital Markets/Trading platforms.
- Years working with:
- We are looking for experienced professionals in Capital Markets Quality Assurance with a strong background in front office and operations technology.
- The ideal candidate will have expertise in functional testing with exposure to trading systems, trade lifecycle, booking, and settlements platforms.
- Build out a QA team to support the front, middle and back office systems.
- Identify and build a strategy for testing, test automation, defect tracking and integrated testing.
- Understand business requirements and define test strategies/plans for applications.
- Develop and maintain test plans, test cases, test data, test backups, and other QA artifacts.
- Build out QA workflow to ensure controls and effectiveness are in place.
- Execute test scripts via automation tools.
- Conduct smoke/sanity tests using automation for test readiness.
- Identify regression cases and participate in developing test suites.
- Perform integration, regression, compatibility, and user acceptance testing phases.
- Develop utilities to enhance QA efficiencies.
- Participate in daily Agile standups, iteration planning, product demos, and application walkthroughs.
- Maintain and track test deliverables in test management tools.
- Collaborate with business and development teams to deliver work items without ambiguity.
- Replicate production defects in lower environments.
- Prior functional testing experience with a minimum of 7+ years.
- Strong functional and application testing skillset.
- Ability to review and understand complex concepts at a detailed level.
- Expertise in creating and maintaining test sets for complex application workflows.
- Proficiency with different automation tools and capability of executing test cases via automation tools.
- Experience working in a distributed team environment.
- Good problem-solving, communication, interpersonal, and analytical skills.
- Knowledge in writing SQL queries.
- Proficiency with scripting, Python, Java
- Strong practical experience using Scrum, Agile modeling, and adaptive software development.
- Hands-on experience with test management tools and defect tracking tools like Jira, RTC, etc.
- 10-12 years of experience in delivering large multifunctional projects.
- Extensive experience in designing and executing test cases for GUI testing, functionality, regression, and integration testing.
- Good understanding and analysis of business requirements and functional specifications.
- In-depth domain knowledge in capital markets and front office processes & systems.
- Ability to work with total commitment towards teamwork.
- Able to work independently with clients, Client, and project teams spread across various locations.
- Strong written and verbal communication skills.
- Experience working with Capital Markets products like Fixed Income, Equities , Structured Products -Derivatives, Repos, Securities Lending, Secondary Loan Trading spanning from Front office to Back office including Risk and Finance.
- QA coordinator with a proven track record of stakeholder engagement and management.
- Hands-on experience in test strategy, test planning, test estimation, test execution, and defect management.
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5
Business Analyst - Capital Markets
10261 New York, New York
Ubik Group
Posted today
Job Viewed
Job Description
Ubik Group is currently seeking an experienced Business Analyst with exposure in Financial Compliance and Regulations to join a large Capital Markets consulting company in Manhattan.
Skills/Qualifications:
- 2-5 years experience in capital markets (Dodd Frank/EMIR/BASEL/Volcker etc) working in a Business Analyst capacity
- Collecting, understanding and transmitting the business requirements for the project, and translating these into functional specifications and detailed test plans
- Document workflows, results of business analysis and obtain sign-off from client on the specifications
- Provide the link between the customer, development team and any third party regarding software functionality, throughout the development lifecycle
- Design and execute the test scenarios and test scripts
- Day to day management of change requests in relation to the project plans to ensure agreed deadlines are met
- Weekly reports to be produced for the project manager showing progress against outstanding milestones statues, resource requirements, issues, risks and dependencies
- Ability for North American travel preferred
- USA Citizen or Green Card Holder required
- Bachelor's Degree in Business, Finance, or Computer Science preferred
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6
Business Analyst (Capital Markets)
10261 New York, New York
Diverse Lynx
Posted today
Job Viewed
Job Description
Essential Skills:
1.Capital Markets experience2.Experience in coordinating with all levels of managers, developers, QA, Stakeholders3.Experience working on Jira , Agile and Scrum4.Experience writing User Stories, Business , Functional requirements documents5.Proficient in creating UML diagrams6.Proficient in creating source to target document7.Experience in Sql writing and data analysis8.Experience in Trades, Front Office, CAT regulatory reporting.9.Experience playing
Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.
1.Capital Markets experience2.Experience in coordinating with all levels of managers, developers, QA, Stakeholders3.Experience working on Jira , Agile and Scrum4.Experience writing User Stories, Business , Functional requirements documents5.Proficient in creating UML diagrams6.Proficient in creating source to target document7.Experience in Sql writing and data analysis8.Experience in Trades, Front Office, CAT regulatory reporting.9.Experience playing
Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.
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7
Capital Markets Business Analyst
28245 Charlotte, North Carolina
Strategic Staffing Solutions
Posted today
Job Viewed
Job Description
STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!
Job Title: Capital Markets Business Analyst
Location: Charlotte, NC ** On-Site (3 days in-2 days remote)
Duration: 6 + Months (Possible Extension)
Role Type: W2 Contract Engagement
Job Overview:
We are looking for an experienced and proactive Business Analyst to support strategic projects within our Middle Office , Derivatives Operations , and Collateral Management spaces. This role requires someone who can transform complex ideas into clear visual representations, facilitate and lead discussions with both technical and business teams, and ensure that all project requirements are carefully analyzed and executed. You will play a critical role in delivering technology solutions in a fast-paced, iterative environment, working closely with stakeholders across various teams to drive successful change execution.
Key Responsibilities:
Job Title: Capital Markets Business Analyst
Location: Charlotte, NC ** On-Site (3 days in-2 days remote)
Duration: 6 + Months (Possible Extension)
Role Type: W2 Contract Engagement
Job Overview:
We are looking for an experienced and proactive Business Analyst to support strategic projects within our Middle Office , Derivatives Operations , and Collateral Management spaces. This role requires someone who can transform complex ideas into clear visual representations, facilitate and lead discussions with both technical and business teams, and ensure that all project requirements are carefully analyzed and executed. You will play a critical role in delivering technology solutions in a fast-paced, iterative environment, working closely with stakeholders across various teams to drive successful change execution.
Key Responsibilities:
- Requirements Gathering & Solution Framing :
- Lead discussions across multiple teams (e.g., front-to-back offices, technology, operations) to understand full project requirements and desired solutions.
- Translate complex, technical requirements into clear, visual decks and documentation to ensure alignment across all stakeholders.
- Use strategic thinking to guide conversations, ask the right questions, and drive clarity in defining solutions.
- Ensure all logical paths are explored, identifying any potential disconnects early in the process to avoid issues in execution.
- Agile & Iterative Delivery :
- Foster an agile mindset within the team by supporting iterative and frequent delivery cycles, helping to align teams on goals and progress.
- Continuously look for opportunities to make processes more efficient and ensure ongoing improvement.
- Coordinate with users to create comprehensive test strategies, ensuring that test cases cover all scenarios, including negative test cases.
- Actively contribute to discussions around test case execution, identifying gaps and potential risks in testing methodology.
- Testing Coordination & Status Reporting :
- Ensure that testing is coordinated effectively, thoughtfully, and strategically. Ensure that test cases reflect all required scenarios and thoroughly vet solutions before release.
- When issues arise post-release, lead the investigation by asking, "Was this seen in testing?" and help improve the testing process for future releases.
- Act as a conduit for clear, timely status reporting, delivering relevant updates in a format tailored to the audience-especially executives and senior leadership.
- Provide clear and concise level statements to keep stakeholders informed of progress, issues, and solutions.
- Middle Office & Collateral Management Focus :
- Support projects related to middle office operations , collateral management , and derivatives operations , including optimization initiatives, new memberships at clearing houses, corrective actions, and other projects tied to business lines.
- Work collaboratively with various teams to deliver initiatives focused on middle office clearing and collateral management, while navigating the complexity of the capital markets environment.
- Collaboration & Communication :
- Actively engage with internal stakeholders across the organization, including business users, technology teams, operations, and SMEs, to gather feedback and ensure solutions align with business needs.
- Facilitate discussions and drive decision-making by framing problems, offering insights, and challenging assumptions.
- Communicate effectively with executive leadership, ensuring that complex topics are boiled down to digestible information and updates.
- Experience :
- 5+ years of experience in capital markets , middle office operations , or collateral management , with a focus on technology change execution.
- Familiarity with the full trade lifecycle and a solid understanding of what happens to a trade post-execution.
- Strong background in requirements gathering and business analysis , ideally with some experience leading project delivery in a technology-focused environment.
- Prior experience supporting collateral management , derivatives operations , or related functions is a plus.
- Technical & Analytical Skills :
- Experience with tools like Jira and Confluence for project management and collaboration.
- Proficiency with Microsoft Excel for data analysis and reporting; ability to create and maintain complex spreadsheets.
- Strong presentation skills, including the ability to create clear, visually engaging decks for stakeholders at all levels of the organization.
- While hands-on SQL is not required, familiarity with it is a plus and will help in understanding the logical structure of business processes.
- Testing & Methodology :
- Ability to develop comprehensive test strategies , and ensure testing is thorough, well-documented, and covers all possible scenarios (including negative cases).
- Active involvement in testing discussions, guiding teams to consider edge cases and ensure full coverage of business requirements.
- Soft Skills :
- Strong leadership abilities-be the voice of reason in discussions, framing problems and solutions clearly.
- Excellent communication skills, especially with executive leadership, ensuring that all information is appropriately framed for different audiences.
- A methodical and inquisitive approach to problem-solving, with the ability to lead conversations and ensure thorough exploration of all solutions.
- Agile mindset with a focus on continuous improvement and iteration.
- Desired Personal Attributes :
- Highly motivated and engaged ; not just "clocking in" but actively driving the success of the project and the team.
- Able to navigate complex stakeholder dynamics and act as a facilitator between technology and business teams.
- Comfortable with ambiguity and quick to take action in a fast-moving, change-driven environment.
- Experience working in a capital markets or financial services environment (even in a non-leadership role like SME or user) and a strong desire to transition into a business analyst /project delivery role.
- Familiarity with clearing house membership , treasury clearing , and collateral management processes would be beneficial.
- Set the bar high for what a company should do
- Create jobs
- Offer people an opportunity to succeed and change their station in life
- Improve the communities where we live and work through volunteering and charitable giving
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